Hybrid Wealth Advisor for High-Net-Worth Clients

Colonial Group; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

In-office three days a week

Work from home two days a week

401k matching plan

HSA employer contributions

Parental leave

Pet insurance

Job summary

Hightower, based in Chicago with advisors across the U.S., is seeking a Wealth Advisor to serve high-net-worth individuals and families, delivering comprehensive financial planning and customized wealth management solutions. You will lead client relationships, report to senior leadership, and contribute to client retention and practice growth.

Some travel between Chicago and Oak Brook offices is required to support client meetings and collaboration with the advisory team.

Qualifications

• Bachelor's degree in Finance, Business, Economics, Accounting, or related field.
• 5+ years in wealth management, financial planning, investment advisory, or financial services.
• CFP®, CFA®, CPA or other relevant professional designations.
• Demonstrated experience growing client relationships.
• Knowledge of investment management, retirement planning, tax strategies, estate planning, and risk management concepts.
• Experience developing comprehensive financial planning recommendations and communicating them.
• Excellent interpersonal, presentation, and relationship management skills.
• Strong business development and networking skills with a client-first mindset.
• Proficiency with financial planning software, CRM systems, and Microsoft Office Suite.
• FINRA Series 65 license or equivalent registration required, or ability to obtain within a defined timeframe.

Responsibilities

• Build trusted relationships with high-net-worth individuals, families, executives, and business owners
• Develop and deliver comprehensive financial plans covering retirement, investment, tax, estate, risk management, and cash flow planning
• Lead client meetings and present tailored wealth management strategies aligned with client goals
• Manage client investment portfolios, making recommendations based on investment goals, risk tolerance, and market conditions
• Coordinate with attorneys, accountants, and other professional advisors to implement integrated planning strategies
• Identify opportunities to deepen existing client relationships through additional planning and advisory services
• Create new business through referrals, networking, centers of influence, and prospect meetings
• Stay informed on industry trends, market developments, and regulatory requirements helping clients
• Ensure all client activities and recommendations comply with firm policies and regulatory standards
• Mentor and collaborate with Associate Wealth Advisors and support team members to deliver outstanding client experience

Skills

Client relationship management

Financial planning

Investment advisory

Networking

Presentation

CRM software

Microsoft Office

Education

Bachelor's degree in Finance, Business, Economics, Accounting, or related field

CFP®, CFA®, CPA or other designations

Tools

Financial planning software

CRM systems

Job description

Hightower, based in Chicago with advisors across the U.S., is seeking a Wealth Advisor to serve high-net-worth individuals and families, delivering comprehensive financial planning and customized wealth management solutions. You will lead client relationships, report to senior leadership, and contribute to client retention and practice growth.

Some travel between Chicago and Oak Brook offices is required to support client meetings and collaboration with the advisory team.